THE SHER WEALTH MANAGEMENT GROUP

Overview

The Sher Wealth Management Group is an independent, fee-based registered investment adviser that positions itself as a capital allocator for individual and family clients and small-business owners. The firm operates under a percentage-of-assets fee model and provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers and managers. It is not an active ESG investor and is not registered as a multi-state adviser. Investment activity is centered on broadly diversified public fund exposures for core portfolios, with supplemental allocations to outsourced alternative strategies. The firm manages assets on a discretionary basis and appears to favor pooled mutual fund vehicles for core equity and fixed income allocation while tapping external managers for hedge fund and real estate exposure when seeking diversification or return enhancement for higher-net-worth clients.

Assets & Accounts

Investments & Alternatives

Location & Offices